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Schwab Fundamental International Small Company Index ETF

261 hedge funds and large institutions have $1.77B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

3% more funds holding

Funds holding: 254261 (+7)

1.72% more ownership

Funds ownership: 57.81%59.53% (+1.7%)

3% more capital invested

Capital invested by funds: $1.71B → $1.77B (+$54.2M)

36% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 92

Holders
261
Holders Change
+7
Holders Change %
+2.76%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
29
Increased
59
Reduced
92
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$1.29B -$45.7M -1,051,719 -3%
CPG
2
Cornerstone Planning Group
New Jersey
$42.6M +$69.7M +1,604,451 +121,826%
GIA
3
GHP Investment Advisors
Colorado
$25.9M -$8.08K -186 -0%
EWA
4
Exencial Wealth Advisors
Oklahoma
$25.8M -$484K -11,143 -2%
Victory Capital Management
5
Victory Capital Management
Texas
$22.3M -$21.7M -500,144 -50%
KLI
6
Kelman-Lazarov Inc
Tennessee
$21.1M -$79.2K -1,822 -0.4%
Citadel Advisors
7
Citadel Advisors
Florida
$15.1M +$12.4M +284,641 +512%
FTUS
8
Flow Traders U.S.
New York
$13.8M -$5.71M -131,384 -30%
HPA
9
High Probability Advisors
New York
$12.6M +$210K +4,830 +2%
PC
10
Prairiewood Capital
North Dakota
$12M +$168K +3,868 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.4M -$475K -10,926 -4%
OWM
12
Opes Wealth Management
California
$9.65M +$344K +7,906 +4%
CFO
13
Collective Family Office
Pennsylvania
$9.52M -$76.7K -1,765 -0.8%
CST
14
Charles Schwab Trust
Nevada
$9.36M +$550K +12,644 +6%
GWM
15
Geneos Wealth Management
Colorado
$9.15M -$237K -5,444 -3%
Morgan Stanley
16
Morgan Stanley
New York
$9.04M +$167K +3,853 +2%
SPA
17
Shore Point Advisors
New Jersey
$9.04M +$319K +7,339 +4%
SA
18
Shilanski & Associates
Alaska
$8.74M +$17.2K +395 +0.2%
UBS Group
19
UBS Group
Switzerland
$8.49M -$109K -2,511 -1%
CTWM
20
Cherry Tree Wealth Management
Minnesota
$7.99M +$237K +5,445 +3%
BIA
21
Bell Investment Advisors
California
$7.39M -$601K -13,839 -8%
Creative Planning
22
Creative Planning
Kansas
$6.93M -$132K -3,038 -2%
Raymond James Financial
23
Raymond James Financial
Florida
$6.42M +$30.9K +711 +0.5%
DAS
24
Dynamic Advisor Solutions
Arizona
$6.38M +$26K +599 +0.4%
AIG
25
Abbington Investment Group
Connecticut
$6.35M +$6.2M +142,686 New

FNDC Hedge Fund Activity: Q3 2025 in Review

261 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q3 2025, worth a combined $1.77B — up 3.2% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FNDC positions and 19 closed out — a net gain of 10 holders — while 59 added to existing stakes and 92 trimmed.

The largest buyer was Cornerstone Planning Group, adding an estimated $69.7M. The largest seller was Charles Schwab, cutting an estimated $45.7M.

  • 261 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q3 2025, up from 254 in Q2 2025.
  • Funds reported $1.77B of Schwab Fundamental International Small Company Index ETF stock for Q3 2025, up 3.2% quarter-over-quarter.
  • 29 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q3 2025 and 19 closed out, a net change of +10 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q3 2025 was Cornerstone Planning Group, an estimated $69.7M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q3 2025 was Charles Schwab, an estimated $45.7M sold.

Based on aggregated 13F filings for Q3 2025.